Invesco India Smallcap Fund vs Axis Small Cap Fund compare
Invesco India Smallcap Fund - Regular Plan - Growth
Axis Small Cap Fund Regular Growth
Chart Comparison
Overview
Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Axis Small Cap Fund Regular Growth |
---|---|---|
Fund | Invesco India Smallcap Fund - Regular Plan - Growth | Axis Small Cap Fund Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹7425 Cr | ₹26379 Cr |
Min Investment | ₹1000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 30 Oct 2018 | 29 Nov 2013 |
Category | Small Cap | Small Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 250 SmallCap TRI | NIFTY Smallcap 250 TRI |
Turn Over | 47% | 5% |
Expense Ratio | 1.78 | 1.61 |
Manager | Aditya Khemani | Shreyash Devalkar |
ISIN Code | INF205K011T7 | INF846K01K01 |
Exits Load | Invesco India Smallcap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Axis Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Axis Small Cap Fund Regular Growth |
---|---|---|
1 Month | 3.87% | 3.33% |
6 Month | 7.72% | 7.69% |
1 Year | 10.23% | 6.95% |
3 Year | 30.53% | 24% |
5 Year | 33.76% | 30.75% |
SIP Return Analysis
Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Axis Small Cap Fund Regular Growth |
---|---|---|
6 Month | 13% | 10.9% |
1 Year | 14.92% | 13.12% |
3 Year | 27.03% | 20.39% |
5 Year | 26.77% | 22.06% |
Rolling Lumpsum Returns
Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Axis Small Cap Fund Regular Growth |
---|---|---|
1 Year | 25.13% | 18.22% |
3 Year | 27.76% | 19.38% |
5 Year | 28.72% | 19.81% |
Risk Management
Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Axis Small Cap Fund Regular Growth |
---|---|---|
Standard Deviation | 16.34% | 11.78% |
Sharp | 1.40% | 1.25% |
Beta | 0.79% | 0.7% |
Alpha | 4.97% | 1.25% |
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Fund Managers
Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Axis Small Cap Fund Regular Growth |
---|---|---|
Name | Aditya Khemani | Shreyash Devalkar |
Total AUM | ₹12070 Cr | ₹166770 Cr |
Funds Managed | 3 | 14 |
Invesco India Smallcap Fund - Regular Plan - Growth | Axis Small Cap Fund Regular Growth |
Market Cap
Scheme Name |
Invesco India Smallcap Fund - Regular Plan - Growth |
Axis Small Cap Fund Regular Growth |
---|---|---|
Others | 6.59 | 15.9 |
Large Cap | 9.73 | 3.69 |
Small Cap | 63.76 | 65.19 |
Mid Cap | 19.91 | 15.22 |
Sector Allocation
Scheme Name |
Invesco India Smallcap Fund - Regular Plan - Growth |
Axis Small Cap Fund Regular Growth |
---|---|---|
Others | 1.87 | 12.67 |
Consumer Cyclical | 15.27 | 10.19 |
Healthcare | 16.73 | 11.36 |
Industrials | 20.38 | 18.94 |
Financial Services | 28.95 | 18.16 |
Technology | 4.62 | 6.65 |
Basic Materials | 6.43 | 10.47 |
Real Estate | 2.68 | 4.53 |
Communication Services | 1.33 | 0.84 |
Consumer Defensive | 1.73 | 5.71 |
Utilities | - | 0.49 |
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